Is retirement really the most financially complex time of your life? That's what Fiona Greig, Vanguard's Global Head of Investor Research thinks. Mike Canet and Ryan Herbert dive into this question and unpack why the transition from saving to spending is more than just a financial shift—it’s an emotional and strategic overhaul. They explore how identity, income, taxes, estate planning, and long-term care all collide in retirement, and why working with a “phase two fiduciary” is critical to avoid costly missteps. Hear how one investor’s $14 million Bitcoin decision turned into a tax nightmare, and why timing and planning matter.

Want to begin building your retirement and tax plan? Schedule a 15-minute call with us here: 📅 https://bit.ly/3Rq2d9i

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Is retirement really the most financially complex time of your life? That's what Fiona Greig, Vanguard's Global Head of Investor Research thinks. Mike Canet and Ryan Herbert dive into this question and unpack why the transition from saving to spending is more than just a financial shift&mdash;it&rsquo;s an emotional and strategic overhaul. They explore how identity, income, taxes, estate planning, and long-term care all collide in retirement, and why working with a &ldquo;phase two fiduciary&rdquo; is critical to avoid costly missteps. Hear how one investor&rsquo;s $14 million Bitcoin decision turned into a tax nightmare, and why timing and planning matter.
Want to begin building your retirement and tax plan? Schedule a 15-minute call with us here: 📅 <a href="https://bit.ly/3Rq2d9i">https://bit.ly/3Rq2d9i</a>
Follow us for more helpful insights:
🖱️ Facebook- <a href="https://bit.ly/3PmJcSt">https://bit.ly/3PmJcSt</a>
🖱️ LinkedIn- <a href="https://bit.ly/44T88a9">https://bit.ly/44T88a9</a>
🖱️ X - <a href="https://bit.ly/3PHxqDJ">https://bit.ly/3PHxqDJ</a>

The Savvy Investor Podcast is your one-stop shop for investors and retirees who want to level-up their retirement plans. Hosts Mike Canet and Ryan Herbert are independent financial advisors with decades of experience. They tackle the tough financial issues that matter most to you, from saving for retirement to reducing taxes.

Whether you're just starting out or you're a seasoned investor, The Savvy Investor Podcast has something for you. Tune in each week for practical tips and strategies on how to reach your financial goals.

Don't miss an episode! Subscribe or follow today!

Schedule your 15-minute Discovery Call here: https://calendly.com/prostatis/15-minute-savvy-discovery-call-savvy-investor-podcast

Learn more about the team at Prostatis Financial Advisors Group on their website or on social: Facebook, LinkedIn, Twitter and their NEW YouTube channel and video podcast.

The Savvy Investor Podcast is your one-stop shop for investors and retirees who want to level-up their retirement plans. Hosts Mike Canet and Ryan Herbert are independent financial advisors with decades of experience. They tackle the tough financial issues that matter most to you, from saving for retirement to reducing taxes.
Whether you're just starting out or you're a seasoned investor, The Savvy Investor Podcast has something for you. Tune in each week for practical tips and strategies on how to reach your financial goals.
Don't miss an episode! Subscribe or follow today!
Schedule your 15-minute Discovery Call here: <a href="https://calendly.com/prostatis/15-minute-savvy-discovery-call-savvy-investor-podcast">https://calendly.com/prostatis/15-minute-savvy-discovery-call-savvy-investor-podcast</a>
Learn more about the team at Prostatis Financial Advisors Group on their <a href="https://bit.ly/3Fk5BLu">website</a> or on social:&nbsp;<a href="https://www.facebook.com/prostatisgroup">Facebook</a>, <a href="https://bit.ly/3PUO0yN">LinkedIn</a>, <a href="https://bit.ly/3RQ8VWq">Twitter</a> and their NEW <a href="https://bit.ly/46DQxUS">YouTube channel and video podcast</a>.

Whether you're just starting out or you're a seasoned investor, The Savvy Investor Podcast has something for you.

The Savvy Investor Podcast

The Savvy Investor Podcast is your one-stop shop for investors and retirees who want to level-up their retirement plans. Hosts Mike Canet and Ryan Herbert are independent financial advisors with decades of experience. They tackle the tough financial issues that matter most to you, from saving for retirement to reducing taxes.

Whether you're just starting out or you're a seasoned investor, The Savvy Investor Podcast has something for you. Tune in each week for practical tips and strategies on how to reach your financial goals.

Don't miss an episode! Subscribe or follow today!

Schedule your 15-minute Discovery Call here: https://calendly.com/prostatis/15-minute-savvy-discovery-call-savvy-investor-podcast

Learn more about the team at Prostatis Financial Advisors Group on their website or on social: Facebook, LinkedIn, Twitter and their NEW YouTube channel and video podcast.

The Savvy Investor Podcast is your one-stop shop for investors and retirees who want to level-up their retirement plans. Hosts Mike Canet and Ryan Herbert are independent financial advisors with decades of experience. They tackle the tough financial issues that matter most to you, from saving for retirement to reducing taxes.
Whether you're just starting out or you're a seasoned investor, The Savvy Investor Podcast has something for you. Tune in each week for practical tips and strategies on how to reach your financial goals.
Don't miss an episode! Subscribe or follow today!
Schedule your 15-minute Discovery Call here: <a href="https://calendly.com/prostatis/15-minute-savvy-discovery-call-savvy-investor-podcast">https://calendly.com/prostatis/15-minute-savvy-discovery-call-savvy-investor-podcast</a>
Learn more about the team at Prostatis Financial Advisors Group on their <a href="https://bit.ly/3Fk5BLu">website</a> or on social: <a href="https://www.facebook.com/prostatisgroup">Facebook</a>, <a href="https://bit.ly/3PUO0yN">LinkedIn</a>, <a href="https://bit.ly/3RQ8VWq">Twitter</a> and their NEW <a href="https://bit.ly/46DQxUS">YouTube channel and video podcast</a>.